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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,861 | $96,558+46.9% | $80,977+75.2% | $273,972-48.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.14% | 15.14%-5.0pp | 17.11%-7.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $7,594 | $4,869+56.0% | $3,715+104.4% | $4,869+56.0% |
| Participant deferral / active EE | $2,100 | $6,598-68.2% | $5,696-63.1% | $5,287-60.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |